CRM for small teams
Every inquiry.
Every call.
No one forgotten.
Website inquiries land as customers in 4 columns — Inquiry, Meeting, Quote, Won. Log a call in 10 seconds, set the next follow-up date, and today's calls sit at the top.
Team members join by invite from the owner.
Built for the daily follow-up
Today's calls first
Overdue and due-today customers sit at the top of your day. Log the call, pick the next date, done.
Four clear stages
Inquiry, Meeting, Quote, Won. Move a customer with one button and the history keeps itself.
Owner sees the whole team
Customers per stage, deals won per person and who has nothing scheduled — on one screen.
How a lead becomes a deal
1
Inquiry comes in
Someone fills in your website form. They appear in the Inquiry column, due today.
2
Call and log it
Your teammate calls, writes two lines and sets the next follow-up date.
3
Move it to Won
Meeting, then quote, then won. Send a card payment link right from the customer.